PenderFund Capital Management’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

PenderFund Capital Management’s Portfolio MDWT Stock Details MDWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-35,618	Closed	-$1.26M	–	121
2023 Q3	$1.26M	Buy	35,618 +11,060	+45%	+$293K	0.38%	42
2023 Q2	$871K	Buy	+24,558	New	+$550K	0.27%	61

PenderFund Capital Management's MDWT Position: Q4 2023 in Review

PenderFund Capital Management sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2023, closing a stake of 35,618 shares — an estimated $1.26M sold.

PenderFund Capital Management first reported a position in MDWT in Q2 2023 and held it in 2 quarters. The position peaked at $1.26M in Q3 2023. 0 funds tracked by Wall St. Rank hold MDWT as of Q4 2023.

PenderFund Capital Management reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
PenderFund Capital Management sold 35,618 Midwest Holding Inc. Common Stock shares in Q4 2023, an estimated $1.26M.
PenderFund Capital Management first reported a position in Midwest Holding Inc. Common Stock in Q2 2023 and held it in 2 quarters.
PenderFund Capital Management's Midwest Holding Inc. Common Stock position peaked at $1.26M in Q3 2023.
0 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2023.

Based on PenderFund Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.